MemberFocus Community CU, a Division of LOC Credit Union - Dearborn (MI)

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!

Romanczuk Family Our tax Advisor Kirsten does a great job. She explains all aspects of the tax preparation as well gives us sound advise on what to do for the following year. Kirsten has never let us down nor given advise that was not useful. We enjoy are yearly meeting knowing our tax preparations will be done correctly.

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.

Diamond Daniels This is my second year going to Abdul to get my taxes done. He is very professional and genuinely cares about the well being of his clients. Each time he has done all he could to get me the maximum refund. I especially can appreciate the fact that hes not money hungry, like most other people and places who over charge for tax services. I was recommended to him by a good friend and now I recommend him to all of my friends and family. Hes truly a hidden gem!

Connie Pashak Everyone at the Auburn branch is always so helpful. Janae and Ashley are always so friendly when I come to make a transaction. Robin constantly goes above and beyond to help when necessary. I have nothing but great things to say about United Financial.

Laura Eggen Money Karmas wealth coaching program was transformational. Over the 6-months, I witnessed so much personal growth in myself thanks to the support and structure that Rebecca provides. Rebecca is intuitive, insightful, and offers the financial knowledge and guidance to help you get clear about your money goals and take action toward them.